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david28
Level 1

Is it possible to match single credit card transactions to individual expenses in a split expense? I am having a hard to time doing this.

 
1 Comment 1
BettyJaneB
QuickBooks Team

Is it possible to match single credit card transactions to individual expenses in a split expense? I am having a hard to time doing this.

Hi there, @david28.

 

You've come to the right place. Allow me to provide some clarifications about matching a single credit card transactions to an individual expense in a split expense.

 

Yes, it is possible to match single credit card transactions to individual expenses in a split expense in QuickBooks Online. You'll just need to find the accurate transaction the match it.

 

 Let me guide you how:

  1. Click on Banking.
  2. Refer to the For Review section.
  3. Locate and select the payments.
  4. Click on Find match option.
  5. Check the date range, and amount, when you find the appropriate transaction, put a check mark on the box.
  6. If the total amount is the same as the downloaded transaction amount, select on Save
  7. When you're satisfied with the match, select on Save. QuickBooks will then move the transaction to the In QuickBooks tab.

I've added some screenshots below to guide you through the steps:

Picture1.pngPicture2.png

 

To learn more about how to match downloaded bank transactions, please check this handy link: Add and Match Downloaded Banking Transaction.

 

This should get you on track.

 

Please let me know if there's anything else you need by leaving a reply on this thread. Have a great day!

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